See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,380 | $109,881+248.0% | $150,045+154.8% | $84,808+350.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.80% | 28.25%-14.4pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,497 | $3,561+82.4% | $4,693+38.4% | $2,631+146.9% |
| Participant deferral / active EE | $5,557 | $6,636-16.3% | $7,997-30.5% | $4,212+31.9% |
| Admin fee / account holder | $22,639 | $8,568+164.2% | $13,435+68.5% | $7,344+208.3% |